See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $421,774 | $162,781+159.1% | $133,956+214.9% | $158,922+165.4% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 15.63% | 41.94%-26.3pp | 45.09%-29.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $8,188 | $4,975+64.6% | $3,919+109.0% | $4,761+72.0% |
| Participant deferral / active EE | $9,769 | $5,911+65.3% | $5,048+93.5% | $5,982+63.3% |
| Admin fee / account holder | $35,363 | $11,736+201.3% | $8,927+296.1% | $11,246+214.5% |